What are the responsibilities and job description for the Estate Planning Assistant / Land Trust Services Administrator position at Aspire Legal Solutions?

About Us :

At Aspire Legal Solutions PL / My Land Trustee, we are a dynamic and rapidly growing asset protection law firm and land trust company based in Orlando, Florida, that provides comprehensive legal services in estate planning, land trust, and real estate transaction services to our valued clients. Our commitment to excellence, collaboration, creativity, accuracy, honesty, and humility drives our actions. We operate under the Entrepreneurial Operating System (EOS), guiding our focus, discipline, and commitment to achieving our vision.

We value collaboration, creativity, accuracy, honesty and humility, and we foster a team-oriented, pet-friendly work environment where our employees thrive.

Job Description :

We are seeking a detail-oriented and proactive Estate Planning Assistant / Land Trust Administrator to provide legal and administrative support for our estate planning and asset protection practice. The ideal candidate will assist attorneys and paralegal in preparing trusts, wills, powers of attorney, and other estate planning documents, as well as help coordinate client meetings and document execution. This role will also involve administration and maintenance of land trust records and client communications related to trust management.

Key Responsibilities :

Land Trust Creation / Termination / Administration :

Assist in the preparation and creation of land trusts, ensuring accuracy and compliance with legal requirements.
Coordinate with attorneys, paralegals, and clients to gather necessary information and documentation for land trust formation.
Assist in managing land trust documents and maintaining trust records.
Work with clients to ensure proper documentation and compliance for land trust administration.
Process Direction of Trustee requests and coordinate with attorneys and signers for execution.
Communicate with clients regarding trust-related inquiries, providing exceptional client service.
Manage the termination process for land trusts, including preparing documentation and coordinating with clients and legal professionals to ensure compliance with all legal obligations.

Closing Coordination :

Facilitate the closing process for land trust transactions, including coordinating with all relevant parties, scheduling appointments, and ensuring timely completion of paperwork.

Legal Coordination :

Provide administrative support to legal professionals, including drafting correspondence, organizing legal documents, and maintaining accurate records.

Orientation Meetings :

Coordinate and schedule orientation meetings with clients to provide guidance and information regarding land trusts and legal procedures.

Preparation of Legal Documents (Standard) :

Assist in the preparation and review of standard legal documents, such as contracts, agreements, and correspondence, under the guidance of legal professionals.

Client & Administrative Support :

Perform general administrative tasks, including mail handling, supply ordering, appointment scheduling, and front desk management, to ensure the efficient operation of the office.

Serve as a point of contact for estate planning and land trust clients, answering questions and coordinating follow-ups.

Schedule client consultations, document signings, and attorney meetings.

Handle courier services (UPS, FedEx) and overnight deliveries as needed.

General Office & Compliance Duties

Ensure all documents are filed, stored, and managed efficiently.

Maintain confidentiality and uphold the highest ethical standards.

Assist with firm-wide projects and legal research when required.

Requirements

Minimum 2 years of experience in estate planning (required).

Experience in land trust administration or real estate law is a plus.

Paralegal degree preferred (or equivalent legal education / training).

Additional education or training in office administration is a plus.

Five (5) years of proven experience in an administrative or office support role.

Strong organizational and multitasking skills.

Excellent communication and interpersonal abilities.

Proficiency with office software, including Microsoft Office Suite.

Experience with Clio or similar legal practice management software is a plus.

Ability to handle confidential information with discretion.

Work Environment & Additional Requirements :

Must be comfortable working in a pet-friendly office (dogs are welcome!).

This position is on-site at 1901 W Colonial Drive in Orlando (32804), with no potential for hybrid flexibility.

Benefits

Health Benefits : Medical, Dental & Vision Insurance

Retirement Plan : 401(k); 3% match, upon eligibility

Life Insurance : Basic, Voluntary & AD&D Coverage

Paid Time Off & Public Holidays

Short-Term & Long-Term Disability Coverage

Training & Professional Development Opportunities

Supportive & Collaborative Work Environment

Free Snacks & Beverages

Pet-Friendly Office (Dogs Allowed!)

Apply for this job

Receive alerts for other Estate Planning Assistant / Land Trust Services Administrator job openings

Estate Planning Assistant / Land Trust Services Administrator

What are the responsibilities and job description for the Estate Planning Assistant / Land Trust Services Administrator position at Aspire Legal Solutions?

What is the career path for a Estate Planning Assistant / Land Trust Services Administrator?

Job openings at Aspire Legal Solutions

Not the job you're looking for? Here are some other Estate Planning Assistant / Land Trust Services Administrator jobs in the Orlando, FL area that may be a better fit.

We don't have any other Estate Planning Assistant / Land Trust Services Administrator jobs in the Orlando, FL area right now.

AI Assistant is available now!